Location Metadata in Planning and Budgeting Sync

Customers in NetSuite can use NSPB Location Planning Category values to group locations into different categories and create their own custom hierarchy. When you import Location metadata to your Planning and Budgeting, the NSPB Location Planning Category values are used to build the Location metadata hierarchy.

You can define the NSPB Location Planning Category on a location record.

The Location metadata hierarchy is built with the following logic:

• If a location from NetSuite has a parent, the parent of the location is used in your Planning and Budgeting as the parent.

• If a location from NetSuite doesn't have a parent, but has an NSPB Location Planning Category, the NSPB Location Planning Category is used in your Planning and Budgeting as the parent.

• If a location from NetSuite has neither a parent nor an NSPB Location Planning Category, the top-level location is used in your Planning and Budgeting as the parent.

General Notices